https://www.nasdaq.com/articles/amazons-cloud-battle-with-microsoft-weighs-on-amzn-stock-2019-12-13 income only up 6%? msft, google, ibm, even oracle aren’t dependent on cloud profits to survive amzn is generating the vast majority of its profit from cloud. prediction - msft/goog are going to grind amzn margins to the point where they wont be able to compete and maintain a high stock price. amzn will have to raise prices on the retail side to maintain near profitability and revenues will drop hugely. they wont die, but stock prices will tank.
Yep, and?
TK is weeping in GCP ;-)
This article just came out https://www.businessinsider.com/amazon-web-services-price-cut-microsoft-azure-2020-1 There's a pay wall
Cloud will be the new Operating system and msft likes to give that away near free, which is why they are building a multi cloud solution. This will allow them to charge more for products deployed on top of the cloud (non Open source)
Azure doesn't have carry the rest of Amazon like AWS. It's baggage.
Maybe. Not sure aws can go alone either. I think msft will commoditize the cloud to the point it’s not such a great business.
MS uses the existing Windows license base to extend it easily into Office365 and Azure with good pricing models. E.g. they don't allow companies to run Windows any more on VMs unless it is their own, so there you go...no choice for gov to go all in on MS.
AWS screwed up big time. They created a spy database for the NSA/CIA with no audit trail. Total cowboys and probably illegal... this is why Azure was chosen.
A deal like JEDI is complicated, but I'll be dammed if Trump not liking Bezos didn't have anything to do with it.
You think nobody else dislikes Bezos... Microsoft has in an amazing position.. Amazon is too political with their Washington Post.. and they have too many competitors because they are in everything.. walmart pay 100s of millions to Azure also. Regardless of Trump.. the smart and safe option was Azure. P.S.. If it was Trumps influence.. makes me like him for making a smart decision